See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 6-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,158 | $214,378-58.4% | $200,582-55.6% | $142,382-37.4% |
| Participation rate | 80.0% | 87.4%-7.4pp | 86.9%-6.9pp | 80.1%-0.1pp |
| Annual return | 20.12% | 46.41%-26.3pp | 42.33%-22.2pp | 217.08%-197.0pp |
| Employer contribution / active EE | $2,621 | $6,841-61.7% | $6,419-59.2% | $4,299-39.0% |
| Participant deferral / active EE | $8,040 | $9,865-18.5% | $9,331-13.8% | $6,507+23.6% |
| Admin fee / account holder | $100 | $17,692-99.4% | $16,305-99.4% | $12,624-99.2% |